Callisto Wealth Management Ltd

General information

What could you do with your money?
We are financial advisers who understand that your money is just a means to an end, and that by building a diverse, low cost portfolio following tried and tested principles, we can help you achieve financial freedom.

Everything is built around you
We exist to help you achieve financial freedom, so when you come to us, you can be sure we’ll always put you first. At the heart of this mission is our commitment to listening, understanding and explaining – and always taking things at your pace, not ours.

Planning for the future
Some things can be put off until tomorrow, but planning for financial freedom shouldn’t be one of them. Only by thinking carefully about what you want from the future, and then putting a plan in place to achieve it, can you relax in the knowledge that your finances are working hard for a purpose.

Our investment philosophy
Our investment philosophy lies at the heart of all our advice. Fundamentally, it is about steady growth over the long-term, not switching course in response to day-to-day events. We have researched our subject for many years and taken advice from the leading experts worldwide, and we can safely say that trying to second-guess the markets is not the way to go.

Building an effective portfolio
When we put your portfolio together, we implement a systematic plan. Although the elements that make up your portfolio will depend on a variety of personal factors, the way we design it – and keep it on course – will always follow the fundamental principles that have worked for our many satisfied clients.

Look to the future
Whatever you hope your future will bring – whether that means big travel plans, time with family and friends, indulging your passions or moving to a dream home – we can help you achieve it. Good investment isn’t about trying to beat the markets. It’s about building effective portfolios for long term growth, and that way, financial freedom really can be yours.